Wealth Management BA: Portfolio & Data Ops

Business Analyst Wealth Management Job Description REQUIREMENT_CITY - New York-Need to come to office 3 Days Week & Face2Face Interview Required Role Overview A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency. Key Responsibilities Requirement Gathering & Analysis Collaborate with stakeholders (portfolio managers, financial advisors, operations teams) Elicit, Analyze, And Document Business requirements (BRDs) Functional requirements (FRDs) User stories and acceptance criteria Conduct workshops, stakeholder interviews, and gap analysis Wealth Management Domain Support Understand Core Concepts Portfolio management Asset allocation (Equities, Fixed Income, Alternatives) Investment lifecycle Risk profiling & suitability Support Systems Like Portfolio management systems (PMS) CRM platforms (Salesforce, Microsoft Dynamics) Trading and order management systems (OMS) Data Analysis & Reporting Analyze Financial Data Related To Client portfolios Performance metrics (ROI, Alpha, Beta) Risk analytics Prepare Dashboards And Reports Using Tools Like Excel, Power BI, Tableau Functional Design & Solutioning Translate business requirements into system specifications Work Closely With Developers QA teams Product owners Define workflows, business rules, and use cases Skills: Digital : Artificial Intelligence(AI)~BFS : Wealth Management~Finance and Accounting~EIS : Management of Clients (Direct Materials)~Capital Markets - Investment Banking Experience Required: 10 & Above #J-18808-Ljbffr VOLTO Consulting